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  2. Maintenance Management
  3. Preventive Maintenance
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Manage Your Preventive Maintenance Templates

Steps to edit a template:

Mobile
Desktop
  1. From the home screen, click on the Preventive Maintenance workspace.
  2. Tap on the workspace title PM_Top_Middle_136x35.jpeg at the top of your screen.
  3. A menu will appear. Click on Workspace Details.
  4. Select Templates.
  5. Locate the template you want to edit and click on the 3 dot icon 3_Dot_Icon_30x30.png next to it.
  6. Tap Edit and make your desired changes.

    Note:     Updates to a template won't automatically apply to existing preventive maintenance schedules using the same template. To incorporate the changes, create a new schedule with the updated template.
  7. Tap Save in the top right corner.
  1. On the left-hand side, click on the Preventive Maintenance workspace.
  2. Click on the workspace title PM_Top_Middle_Desktop.png at the top of your screen.
  3. Select Templates.
  4. Find the checklist you want to edit and click on the 3 dot icon 3_Dot_Icon_30x30.pngnext to it.
  5. Click Edit and make your desired changes.

    Note: Updates to a template won't automatically apply to existing preventive maintenance schedules using the same template. To incorporate the changes, create a new schedule with the updated template. 
  6. Click Save in the top right corner.